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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
4126
May Barnhard Investments
Maryland
$648K -$18K -58 -3%
WFS
4127
Widmann Financial Services
Maryland
$648K – – –
BWA
4128
Bestgate Wealth Advisors
Maryland
$648K -$12.4K -40 -2%
EMAM
4129
Encompass More Asset Management
California
$648K -$65.9K -213 -10%
Krane Funds Advisors
4130
Krane Funds Advisors
New York
$647K -$40.9K -132 -6%
SWIM
4131
Smallwood Wealth Investment Management
New Jersey
$647K +$4.33K +14 +0.7%
SCM
4132
Saber Capital Management
North Carolina
$646K +$621K +2,006 New
EIP
4133
Essential Investment Partners
Colorado
$646K +$621K +2,005 New
BCM
4134
Brooktree Capital Management
Michigan
$644K – – –
CI
4135
Corient IA
Florida
$644K – – –
FCMA
4136
Foresight Capital Management Advisors
Michigan
$643K +$35.6K +115 +6%
SO
4137
Sierra Ocean
California
$643K – – –
BBWP
4138
Beacon Bridge Wealth Partners
Pennsylvania
$641K -$59.8K -193 -9%
SFP
4139
Sterling Financial Planning
New Jersey
$640K – – –
CMBA
4140
C.M. Bidwell & Associates
Hawaii
$639K -$14.2K -46 -2%
FWMM
4141
Foundation Wealth Management (Missouri)
Missouri
$639K -$14.9K -48 -2%
HFW
4142
Horizon Family Wealth
Illinois
$636K +$2.79K +9 +0.5%
CFP
4143
Comprehensive Financial Planning
Pennsylvania
$636K +$35.6K +115 +6%
AA
4144
Auctus Advisors
North Carolina
$635K +$611K +1,972 New
E
4145
Entelevest
Florida
$635K +$610K +1,971 New
RHJA
4146
Rice Hall James & Associates
California
$635K – – –
KA
4147
Kearns & Associates
California
$634K – – –
Index Fund Advisors
4148
Index Fund Advisors
California
$633K +$3.71K +12 +0.6%
WP
4149
Wealthspan Partners
Iowa
$633K -$1.24K -4 -0.2%
MAMG
4150
Milestone Asset Management Group
Connecticut
$631K +$352K +1,136 +138%